+2,090.1%
PPL vs SU
+60,256.6%
-58,166.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | +2.7% | +3.6% | -0.9% | +2.7% |
| 30D | +0.5% | +7.9% | -7.4% | +0.5% |
| 3M | +0.7% | +3.5% | -2.8% | +0.7% |
| 6M | -7.6% | +19.0% | -26.6% | -7.6% |
| YTD | +1.8% | +55.0% | -53.1% | +1.8% |
| 1Y | -0.8% | +71.2% | -72.0% | -0.8% |
| 3Y | +56.9% | +117.4% | -60.6% | +56.7% |
| 5Y | +39.5% | +335.2% | -295.6% | +39.3% |
| 10Y | +55.4% | +248.7% | -193.4% | +55.2% |
| All | +2,090.1% | +60,256.6% | -58,166.5% | +2,072.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling